Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Cohen & Steers Instl Realty Shares Mutual fund in their Schedule of Assets, totaling $9.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IMT INSURANCE COMPANY IMT INSURANCE COMPANY RETIREMENT PLAN | WEST DES MOINES IA | 142 | $53.9M | $3.7M |
| 2 | WOODLANDS MEDICAL SPECIALISTS PA WOODLANDS 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 270 | $37.7M | $716K |
| 3 | SHAKLEE CORPORATION SHAKLEE 401(K) RETIREMENT SAVINGS PLAN |
PLEASANTON CA |
| 215 |
| $65.1M |
| $624K |
| 4 | TRAILER PARK, INC. TRAILER PARK INC. RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 539 | $52.0M | $480K |
| 5 | AMBARELLA CORPORATION AMBARELLA CORP. 401(K) PLAN | SANTA CLARA CA | 262 | $72.2M | $470K |
| 6 | PALOMAR TECHNOLOGIES, INC. PALOMAR TECHNOLOGIES, INC. 401(K) PLAN | CARLSBAD CA | 76 | $24.3M | $394K |
| 7 | SWA GROUP SWA GROUP EMPLOYEE STOCK OWNERSHIP PLAN | SAUSALITO CA | 238 | $36.2M | $349K |
| 8 | APPLIED CONTROL ENGINEERING INC APPLIED CONTROL ENGINEERING INC. 401(K) RETIREMENT PLAN | NEWARK DE | 199 | $35.4M | $344K |
| 9 | SOUTHERN VETERINARY PARTNERS, LLC SOUTHERN VETERINARY PARTNERS, LLC 401(K) PLAN | BIRMINGHAM AL | 10,271 | $183.0M | $306K |
| 10 | MORRISON TIMING SCREW COMPANY MORRISON TIMING SCREW COMPANY 401(K) AND PROFIT SHARING PLAN | GLENWOOD IL | 129 | $13.7M | $219K |
